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R. KENT HARRIS AND ASSOCIATES, LTD.
CRD 112707
5655 S. YOSEMITE ST., SUITE 320, GREENWOOD VILLAGE, CO, 80111, United States
Phone
303-698-7772
Fax
303-639-9943
Registration
— (—)
Source
State registered
Total AUM
$62.5M
Discretionary AUM
$62.5M
Team
1 total employees; 0 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-06
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 316 | $42.7M |
| High net worth individuals | 21 | $19.8M |
| Charitable organizations | 1 | $3K |
All web addresses on file
Official SEC filing: View on IAPD